Features
Build the role your business actually has
What it does
How specific can a role be?
Area by area — quotes, jobs, invoices, reports, the diary, settings — ticked individually rather than chosen from a handful of presets. A role is a thing you create and name in your own words, so what is on screen matches how you actually describe the job to the person doing it.
Can somebody see their own work without seeing everybody's?
Yes, and that distinction is built in rather than something you have to engineer. Your own jobs are always yours: an engineer can open, start and finish their own work whether or not they can see the whole team's board. Without that they would see a job with no buttons, which reads as broken rather than as restricted.
What happens when somebody leaves?
You remove them, and their history stays. The account is not deleted, because the activity log, the jobs they were assigned and the quotes they built all point at it — deleting the person would make a year of history read "System". Their open work goes back to unassigned and their finished work keeps their name on it.
Can a leaver be re-hired, or use that email elsewhere?
Yes. A closed account gives its email address back, so somebody can be taken on again later, or approve their own business with that address, without colliding with a login that was retired.
Who can decide what extra work is worth?
That is its own setting, because in a lot of trades the person who finds the extra work is not the person who prices it. You can let engineers put a figure on it, or have everything go to whoever runs the business.
What if one person works for two businesses?
One login can open several, and anything done to the person rather than to their membership — changing their sign-in email is the one that exists — refuses when that login also opens somebody else's business. Otherwise one business could change the address somebody uses to get into another.
What it does not do
Worth knowing before you spend an afternoon on it rather than after.
There is no approval chain or sign-off workflow beyond pricing extra work. Roles decide what somebody can reach, not a sequence of authorisations.
It does not restrict by customer, site or region. Somebody who can see jobs can see all of them.
There is no audit of who looked at what, only of what was done. The activity log records changes rather than views.
See it being done
Step-by-step guides with a short recording of each one, free to read without an account.
Make a role of your own
Name the jobs your people actually do — scaffolder, labourer, estimator — and say once what each of them can see.
Add your team and decide what they can see
Invite people, choose their role, and tune exactly which parts of the app each one reaches.
Change a sign-in email, or remove someone who has left
Correct the address a member of staff signs in with, resend their set-up link, and take a leaver off the team without losing anything they did.
Decide who can price extra work
Your team can always flag work they find on site. Whether they can put a price on it is yours to choose.
Check what happened, and when
A record of everything the app and your team did, in order.
Questions, answered
Can I create my own staff roles?
Yes. You name the role and tick what it reaches, area by area, rather than picking the nearest of a few presets.
Can an engineer finish their own job without seeing everybody else's?
Yes. Your own work is always yours to open, start and finish, whether or not you can see the whole team's board.
What happens to somebody's history when they leave?
It stays. The membership is removed rather than the person, so the activity log and the jobs they did still carry their name. Their email address is freed up for re-hiring.
What does it cost?
£29.99 a month for the whole business — every feature, every person, no add-ons and no per-user pricing. 60 days free and no card to start.
Everything else it does
Try it on your own work
60 days free with everything switched on, and no card to start. If you would rather ask something first, there is a person on the other end.
£29.99 a month for the whole business after the free 60 days.